Purchases and Sales Made in Q3 2020 in Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE) during Q3 2020. The information is specifically focused on institutions that hold shares of ISHARES, INC. ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 13, 2020
Q3 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.65KNew |
$216K - $245K
|
6.65K
$234K
|
|
Nov 12, 2020
Q3 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.63K+ 2.29% |
$216K - $244K
|
296K
$10.4M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.61K+ 18.8% |
$215K - $243K
|
41.7K
$1.47M
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.54KNew |
$213K - $241K
|
6.54K
$230K
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.44KNew |
$209K - $237K
|
6.44K
$227K
|
|
Sep 01, 2023
Q3 2020
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.42KNew |
$209K - $237K
|
6.42K
$226K
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.33KNew |
$206K - $233K
|
6.33K
$223K
|
|
Oct 20, 2020
Q3 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$205K - $232K
|
6.3K
$222K
|
|
Nov 10, 2020
Q3 2020
|
Bailard, Inc.
|
BUY
|
- |
6.07K+ 10.82% |
$197K - $223K
|
62.1K
$2.19M
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
BUY
|
- |
5.92KNew |
$192K - $218K
|
5.92K
$208K
|
|
Oct 27, 2020
Q3 2020
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.92KNew |
$192K - $218K
|
5.92K
$208K
|
|
Nov 12, 2020
Q3 2020
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.85KNew |
$190K - $215K
|
5.85K
$206K
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
BUY
|
- |
5.77KNew |
$188K - $213K
|
5.77K
$203K
|
|
Nov 10, 2020
Q3 2020
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.77K+ 39.99% |
$187K - $212K
|
20.2K
$710K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.7K+ 2.79% |
$185K - $210K
|
210K
$7.38M
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
BUY
|
- |
5.62K+ 20.75% |
$183K - $207K
|
32.7K
$1.15M
|
|
Oct 30, 2020
Q3 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.59K+ 72.46% |
$182K - $206K
|
13.3K
$468K
|
|
Nov 13, 2020
Q3 2020
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.08K+ 36.57% |
$165K - $187K
|
19K
$667K
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.89K+ 4.07% |
$159K - $180K
|
125K
$4.39M
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$154K - $175K
|
4.75K
$167K
|
|
Nov 06, 2020
Q3 2020
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
4.56K+ 97.45% |
$148K - $168K
|
9.23K
$325K
|
|
Nov 03, 2020
Q3 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.14K+ 7.34% |
$134K - $152K
|
60.5K
$2.13M
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.79K+ 16.79% |
$123K - $140K
|
26.4K
$927K
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.7K+ 14.33% |
$120K - $136K
|
29.5K
$1.04M
|
|
Nov 12, 2020
Q3 2020
|
Grimes & Company, Inc.
|
BUY
|
- |
3.59K+ 38.66% |
$117K - $132K
|
12.9K
$453K
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
- |
3.55K+ 31.69% |
$115K - $131K
|
14.7K
$518K
|
|
Nov 16, 2020
Q3 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.42K+ 2.65% |
$111K - $126K
|
132K
$4.66M
|
|
Nov 04, 2020
Q3 2020
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.13K+ 13.18% |
$102K - $115K
|
26.9K
$945K
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.72K+ 170.68% |
$88.5K - $100K
|
4.32K
$152K
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
BUY
|
- |
2.55K+ 30.71% |
$83K - $94K
|
10.9K
$382K
|
|
Nov 12, 2020
Q3 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.42K+ 1.65% |
$78.5K - $89K
|
148K
$5.22M
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
2.4K+ 676.55% |
$77.8K - $88.2K
|
2.75K
$96.7K
|
|
Oct 29, 2020
Q3 2020
|
Keybank National Association
|
BUY
|
- |
2.21K+ 6.8% |
$71.7K - $81.2K
|
34.6K
$1.22M
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
2.17K+ 20.61% |
$70.4K - $79.8K
|
12.7K
$446K
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.17K+ 25.4% |
$70.4K - $79.7K
|
10.7K
$376K
|
|
Nov 06, 2020
Q3 2020
|
Trust CO Of Vermont
|
BUY
|
- |
2.07K+ 19.13% |
$67.3K - $76.2K
|
12.9K
$453K
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.93K+ 9.8% |
$62.8K - $71.1K
|
21.6K
$761K
|
|
Nov 05, 2020
Q3 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.87K+ 23.01% |
$60.6K - $68.7K
|
9.97K
$351K
|
|
Nov 12, 2020
Q3 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.85K+ 1.47% |
$60.2K - $68.2K
|
128K
$4.5M
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
1.78K+ 14.77% |
$57.8K - $65.4K
|
13.8K
$486K
|
|
Nov 10, 2020
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.7KNew |
$55.2K - $62.5K
|
1.7K
$59.7K
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.69K+ 0.96% |
$54.8K - $62K
|
177K
$6.21M
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
1.64KNew |
$53.3K - $60.4K
|
1.64K
$57.7K
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.62KNew |
$52.6K - $59.6K
|
1.62K
$56.9K
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.62K+ 1.68% |
$52.6K - $59.5K
|
97.8K
$3.44M
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.62K+ 523.3% |
$52.6K - $59.5K
|
1.93K
$67.7K
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.61KNew |
$52.3K - $59.2K
|
1.61K
$56.6K
|
|
Oct 13, 2020
Q3 2020
|
Affiance Financial, LLC
|
BUY
|
- |
1.54K+ 18.29% |
$50.2K - $56.9K
|
9.98K
$351K
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.52K+ 3.55% |
$49.5K - $56K
|
44.4K
$1.56M
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
1.5K+ 22.84% |
$48.8K - $55.2K
|
8.07K
$284K
|